Capsule CRM
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After more than 25 years of working…
After more than 25 years of working with different CRMs, Capsule is hands-down one of the easiest and most practical systems I’ve ever used. It’s refreshingly user-friendly and doesn’t require weeks of training just to become productive. You can get up and running quickly and spend your time focusing on your business instead of learning complicated software. What really sets Capsule apart is how well it supports both sales and client delivery. The project boards are excellent and far more useful than what I’ve seen in many other CRMs, especially for managing ongoing client work. Tagging and filtering make reporting simple and powerful, and when you connect Capsule to your email and other tools, the automation possibilities really open up. Capsule also scales beautifully. It works just as well for a small business getting started as it does for a growing company that needs more structure and process. You can build in clear workflow steps to make sure nothing gets missed, customize it to fit your business, and integrate it easily with other platforms. On top of all that, the customer support has consistently been responsive and genuinely helpful, which is something that often gets overlooked but matters a lot when you rely on a tool daily.